Adding Triggers and Filters

In SharpSpring, lists and automation depend upon triggers and filters to operate.

A trigger is an event that results in an action group running. Only triggers can start an action group, and at least one trigger is necessary to perform any automated action. A filter is an optional part of an automation that is used to narrow the scope of triggers. Filters are only tested when triggers are fired.

Lists function only as well as their triggers and filters allow. As such, lists must have triggers and filters configured. To add triggers and filters to a list, do the following:

Note: The available condition parameters will differ, based on the conditions themselves. Additionally, triggers and filters will have different parameters. Unavailable parameters will be grayed out.

Triggers and filters have many uses for lists. For more information regarding triggers and filters, refer to Automation Overview.

Splitting Lists

Splitting lists creates sub-lists of an original list. This can be especially helpful when doing things like test sends of an email to a certain segment of a bulk list. To split a list, do the following:

In SharpSpring's top toolbar, clickContacts > Lists.

Locate the list to be deactivated.

To the right of the list's name, click Options > Split List.

For List Segmentation,select one of the following options:

• Set number of sub-lists: Splits the list into as many different sublists as you specify.

• Set number of members per sub-lists: Splits the list based on the amount of leads specified to be in each sublist.

In the Number of Sub-Lists field, enter how many lists you would like, with a minimum of two.

For Member Order, select one of the following options:

• Natural: The order the list is currently in.

• Random: Segmentation pulls leads randomly into the sublists from any position in the original list.

Click Segment List.

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Sub-lists are built based and put in a new folder with the name of the list and -Segments as the title.

Deactivating a list will not delete the leads on the list. When you deactivate a list and it is sent to the Inactive tab, the Delete Permanently menu option becomes available. Deleting a list using this command will not delete the leads in the list.

Restoring Lists

To restore a previously deactivated list, do the following:

In SharpSpring's top toolbar, click Contacts > Lists.

Click Active Lists > Inactive Lists.

Locate the list to be restored.

To the right of the list's name, click Options > Activate List.

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Restored lists can be found under the Active Lists menu.

Deleting Lists

There may come a time when you no longer need a list of leads and want to delete those leads entirely. SharpSpring allows you to delete lists of leads.

Important: Deleting the list and leads is irreversible. Once you delete a list, the leads on that list will be permanently deleted from your SharpSpring platform. Be absolutely sure that you intend on deleting the list and leads before following this procedure.

To delete a list of leads, do the following:

In SharpSpring's top toolbar, click Contacts > Lists.

Click Active Lists > Inactive Lists.

Next to the list to be deleted, click Options > Delete Permanently.

Click OK.

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Regarding Dynamic and Static Lists

Static lists are lists you can apply rules to, but build only one time. They do not proactively listen for further changes and apply leads as they meet your criteria.

In contrast, dynamic lists are lists that will keep adding leads as they fulfill the criteria you have specified. Additionally, there is a toggle to apply changes to the contacts already in your database. If this toggle is off, dynamic lists will start off empty and only apply leads as they meet your criteria going forward. If this toggle is on, it will apply the rules to existing contacts as well as those in the future.